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✓ Works with your broker? Check the list▼

Live broker sync is fully supported for these 6 brokers. Any other broker still works via CSV import.

✓ E*Trade / Morgan Stanley✓ Fidelity✓ Robinhood✓ tastytrade✓ Public✓ Chase (J.P. Morgan)

Webull and Interactive Brokers connect, but only report portfolio balance — no dividend transactions, so automatic income tracking is limited for those two.

More brokers are added regularly — see the full compatibility list.

I understand live sync covers the 6 listed brokers, Webull/IBKR report balance only, and CSV import covers everything else.Check this box to continue.

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Investment Disclaimer: YieldLens is not a registered investment advisor. All information is for educational purposes only. Consult a licensed financial advisor before making investment decisions.